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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7411 results found

  1. 5 votes

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  2. To be able to generate a certificate that will include recipient information when the document is viewed or does not have a signature field

    2 votes

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  3. Option to automatically require "Approval" if certain items from the Content Library are added to a document.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  4. Customer would like the fields to auto place in the table and will perfectly fit

    1 vote

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  5. We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.

    2 votes

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  6. 2 votes

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  7. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  8. send a document to 1 signer first then send the document to the rest of the signers after the 1st recipient signs the document

    2 votes

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  9. Interactive Presentation Option similar to a Powerpoint or with browsing a webpage.

    2 votes

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  10. Option to create template or document in a different language

    • Will allow the user to create documents/templates in different languages.
    6 votes

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  11. 4 votes

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  12. We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save

    35 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  13. The customer is looking for generic forms that don't display the name of the person who created them on the email notifications that are sent out.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  14. Ability to choose a template when downloading a CSV file of form responses

    1 vote

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  15. 1 vote

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  16. to put a check box on a form, that when the check box is selected, it will require a signature.

    1 vote

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  17. Option to make address required when the client puts the credit card info into Card details field

    1 vote

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  18. increase current limit of 32 characters

    1 vote

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  19. Ability to pull the Stripe payment ID from a document

    2 votes

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  20. ability to choose a catalog item to populate the rest of the info on the slide

    2 votes

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